Service Charge Budget Excel
Budget, levies, arrears & sinking fund for OMCs
- Budget in the 9 categories of the MUD Act, vs actual
- Levy per unit from the lease share or floor area
- Arrears aged 0–30 / 31–60 / 61–90 / 90+ days
One-off purchase – no subscription
Lifting Equipment Register Excel
Thorough examinations, weekly checks, defects, quarantine and hire for lifting equipment and accessories – with the Irish 6- and 12-month periods
€69incl. VAT
Every crane, telehandler, MEWP, sling and shackle – and when its next thorough examination is due
10sheets
300items · 1,500 exam reports
0macros
- Register of lifting equipment and accessories: ID mark, type, SWL / WLL, site, owned or hired-in, date of first use
- Intervals from Schedule 1 of the 2007 Regulations – 6 or 12 months, 6 if used to lift persons, 4-yearly tests – all editable
- Status per item: in date, due soon, overdue, out of service, quarantined, off-hired or disposed
- Defects with fix-by dates, quarantine tags, re-examination after repair and disposal
- Weekly checks for construction sites, hire and loan returns with a 'certificate runs out on hire' warning
- 12-month examination calendar with costs, a printable A4 record per item and a dashboard
STARTSETTINGSEQUIPMENTEXAMINATIONSDEFECTS & QUARANTINEHIRE & LOANSWEEKLY CHECKS12-MONTH CALENDAREQUIPMENT REPORTDASHBOARD
Found an error in the template? We'll fix it – or refund you.
A lifting equipment register that tells you what is due, what is overdue and what must not be used
List every lifting appliance and accessory once, log each report of thorough examination as it comes in, and the workbook works out the next due date, the status, the 12-month calendar and what is quarantined or still waiting for a re-examination.
On most Irish sites and yards the lifting gear records are a folder of GA1s, a sticker on each sling and a spreadsheet that was last updated before the hire telehandler arrived. When the HSA inspector, the main contractor or your insurer asks to see the register, nobody is quite sure which shackles were missed on the last round, whether the hired scissor lift's certificate runs out before it goes back, or what happened to the chain sling that was tagged out last month.
This workbook keeps the lot in one place. Each item has its type, so the right period applies – 6 months for accessories, hoists, MEWPs and anything lifting people, 12 months for cranes, forklifts, telehandlers and vehicle lifts, plus the 4-yearly tests. Log the examiner's reports, the weekly checks on site, every defect with its quarantine tag and decision, and the hire and loan dates: the register, the calendar, the dashboard and a one-page record per item update themselves.
Without a template
- GA1 reports in a folder – no overview of what is due next month
- Slings and shackles missed on the six-monthly round
- Hired equipment whose certificate runs out while it is still on site
- Tagged-out gear that quietly goes back into use
With ExcelGrand
- Next exam date and status for every item, with warnings before it falls due
- Accessories in the register with their own 6-month period and calendar
- Hire log with return dates and a 'certificate expires on hire' flag
- Quarantine and 'awaiting re-exam' keep the item out of service until it is cleared
What's in the file
START
Key figures, quick links and a step-by-step guide.
SETTINGS
Company, 'register as at', warning windows, 24 equipment types with the thorough examination period, the period when lifting persons, the test interval, the Schedule 1 reference and a typical exam cost; sites (construction site = weekly checks); competent persons, hire companies and people; context notes with the date the rules were checked.
EQUIPMENT
Up to 300 items: ID mark, description, type, site, SWL / WLL, make, serial no., ownership, supplier or hire company, date of first use, lifts persons – with interval, last and next thorough exam, days left, status, open defects, weekly check status, next test and 'on hire until'.
EXAMINATIONS
Up to 1,500 reports of thorough examination or test: kind (periodic, before first use, after repair, after installation, load test), examiner, report no., result, latest date on the report, defects, immediate cessation, report on file and cost – with the next due date.
DEFECTS & QUARANTINE
Up to 300 defects from examinations, weekly or pre-use checks and operators: severity, fix-by date, action, owner, quarantine tag, decision (repair and re-examine, scrap, return), closed on, outcome – status, days open and the re-examination after repair.
HIRE & LOANS
Up to 200 hire and loan records: hired in, lent or hired out, company or borrower, dates out, due back and returned, GA1 copy, certificate valid until, rate and cost to date – with overdue returns and certificates that run out on hire.
WEEKLY CHECKS
Up to 3,000 weekly inspections (or pre-use checks): date, item, checked by, result, what was checked and the defect ref – with checks for missing defect records.
12-MONTH CALENDAR
Every item month by month for the next 12 months – due, overdue and test due – with the number of examinations and the estimated cost per month.
EQUIPMENT REPORT
Printable A4 record for any item: details, examination status, last 8 examinations, defects, latest weekly checks and sign-off – plus a list of items that need attention.
DASHBOARD
Items in the register, overdue, due soon and open defects, with charts by status, exams due per month, status by group and defects raised and closed.
Take a look inside
Specifications
Format.xlsx
RequiresExcel 2016+ / Microsoft 365
Sheets10
Capacity300 items · 1,500 exam reports · 300 defects · 200 hire records · 3,000 weekly checks
Intervals6 / 12 months, persons and test periods per type – editable
MacrosNone
Who is it for?
- Building contractors & site managers
- Warehouses, yards & workshops
- Plant & tool hire companies
- Safety officers & PSCS
- Plant & equipment managers
Frequently asked questions
What is a lifting equipment register?
A list of every item of lifting equipment and every lifting accessory you have – cranes, hoists, forklifts, telehandlers, MEWPs, slings, chains, shackles, eyebolts – with its identification mark, safe working load, date of first use and the date of its last thorough examination. Regulation 54 of the General Application Regulations 2007 asks employers to keep one available for an inspector. This workbook adds the next due date, defects, quarantine, hire and weekly checks.
How often does lifting equipment need a thorough examination in Ireland?
Schedule 1, Part B of the Safety, Health and Welfare at Work (General Application) Regulations 2007 sets the periods: for example 6 months for lifting accessories, hoists and lifts, MEWPs and equipment used to lift persons, and 12 months for cranes, fork lift trucks, telehandlers and vehicle lifting tables. Part C adds tests, such as every 4 years for mobile cranes and winches. Your competent person can set a shorter period. The periods are pre-filled in SETTINGS and can be edited.
What is a GA1 form?
The HSA's form for a report of thorough examination of lifting equipment (GA2 is the weekly examination on construction sites). Log each report on EXAMINATIONS and the weekly checks on WEEKLY CHECKS.
Is LOLER used in Ireland?
LOLER is UK legislation. In Ireland the rules on lifting equipment are in Chapter 2 of Part 2 of the General Application Regulations 2007 and in Schedule 1 – with their own examination periods, the register (Regulation 54) and the weekly examination on construction sites. That is why this template is built on the Irish periods rather than a LOLER register.
Does hired lifting equipment have to be on the register?
Hire companies have the same examination and register duties for the equipment they hire out, and you need to know that each machine on your site has a current report. Add hired-in items to EQUIPMENT as 'Hired-in', log the hire company's GA1 and the hire dates: the workbook warns you when the certificate runs out before the item is due back.
Does it replace the competent person?
No. Only a competent person's thorough examination and report can say whether lifting equipment is safe to use. The workbook keeps your records in order, shows what is due and keeps defective or quarantined items flagged until they are cleared.
Guide for this template
- GA1 Form Explained: Thorough Examinations of Lifting Equipment in Ireland – 6 or 12 Months?What the HSA's GA1 form records, the Schedule 1 periods for each type of equipment, what happens when a defect is found, the weekly check on site – and a 12-month examination calendar for a small fleet.
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Lifting Equipment Register Excel
Thorough examinations, weekly checks, defects, quarantine and hire for lifting equipment and accessories – with the Irish 6- and 12-month periods · €69
Lifting equipment register template in Excel – thorough examination register, lifting gear register and inspection tracker
A lifting equipment register template for Irish construction sites, yards, warehouses and hire companies: a thorough examination register with the 6- and 12-month periods, a lifting gear register for slings, chains, shackles and eyebolts, and a lifting equipment inspection tracker with weekly checks in the style of the GA2.
Use it as a lifting accessories register, a GA1 log for every report of thorough examination, a forklift, telehandler and MEWP inspection register, or a 12-month examination planner with costs – with defects, quarantine, disposal and hired-in equipment in the same workbook, no macros and no subscription.
Lifting Equipment Register Excel€69